An abrupt decision by American artificial intelligence firm Anthropic to restrict service to Chinese-owned entities anywhere in the world has cast uncertainty over some Claude-dependent overseas tools backed by China’s tech giants.
After Anthropic’s notice on Friday that it would upgrade access restrictions to entities “more than 50 per cent owned … by companies headquartered in unsupported regions” such as China, regardless of where they are, Chinese users have fretted over whether they could still access the San Francisco-based firm’s industry-leading AI models.
While it remains unknown how many entities could be affected and how the restrictions would be implemented, anxiety has started to spread among some users.
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Singapore-based Trae, an AI-powered code editor launched by Chinese tech giant ByteDance for overseas users, is a known user of OpenAI’s GPT and Anthropic’s Claude models. A number of users of Trae have raised the issue of refunds to Trae staff on developer platforms over concerns that their access to Claude would no longer be available.
Dario Amodei, CEO and cofounder of Anthropic, speaks at the International Network of AI Safety Institutes in San Francisco, November 20, 2024. Photo: AP alt=Dario Amodei, CEO and cofounder of Anthropic, speaks at the International Network of AI Safety Institutes in San Francisco, November 20, 2024. Photo: AP>
A Trae manager responded by saying that Claude was still available, urging users not to consider refunds “for the time being”. The company had just announced a premium “Max Mode” on September 2, which boasted access to significantly more powerful coding abilities “fully supported” by Anthropic’s Claude models.
Other Chinese tech giants offer Claude on their coding agents marketed to international users, including Alibaba Group Holding’s Qoder and Tencent Holdings’ CodeBuddy, which is still being beta tested. Alibaba owns the South China Morning Post.
ByteDance and Trae did not respond to requests for comment.
Amid the confusion, some Chinese AI companies have taken the opportunity to woo disgruntled users. Start-up Z.ai, formerly known as Zhipu AI, said in a statement on Friday that it was offering special offers to Claude application programming interface users to move over to its models.
Anthropic’s decision to restrict access to China-owned entities is the latest evidence of an increasingly divided AI landscape.
In China, AI applications and tools for the domestic market are almost exclusively based on local models, as the government has not approved any foreign large language model for Chinese users.
Anthropic faced pressure to take action as a number of Chinese companies have established subsidiaries in Singapore to access US technology, according to a report by The Financial Times on Friday.
Anthropic’s flagship Claude AI models are best known for their strong coding capabilities. The company’s CEO Dario Amodei has repeatedly called for stronger controls on exports of advanced US semiconductor technology to China.
Anthropic completed a US$13 billion funding round in the past week that tripled its valuation to US$183 billion. On Wednesday, the company said its software development tool Claude Code, launched in May, was generating more than US$500 million in run-rate revenue, with usage increasing more than tenfold in three months.
The firm’s latest Claude Opus 4.1 coding model achieved an industry-leading score of 74.5 per cent on SWE-bench Verified – a human-validated subset of the large language model benchmark, SWE-bench, that is supposed to more reliably evaluate AI models’ capabilities.
This article originally appeared in the South China Morning Post (SCMP), the most authoritative voice reporting on China and Asia for more than a century. For more SCMP stories, please explore the SCMP app or visit the SCMP’s Facebook and Twitter pages. Copyright © 2025 South China Morning Post Publishers Ltd. All rights reserved.
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